Task Workflows (Type of Task):
There are various types of tasks that follow different workflows. They are:
Order Marketing Opportunity:
This would automatically generate an existing marketing opportunity
Marketing
Creates a requested task for staff using the agent review workflow
Admin Checklist
Creates an admin task with individual checklist items to check off within the task
Agent Reminder
Creates a task for the agent to complete a specific request
Admin Reminder
Creates a task for the admin to complete a specific request
Task Triggers:
(Note:The triggers are the same for both Residential Lease Listings and Other Income Transactions.)
Tasks can automatically trigger based on a variety of trigger points.
Listing.status-prospective
When a prospective listing gets entered into the system
Listing.status-draft
When a new draft listing gets entered into the system, or a prospective listing converts to a draft listing
Listing.status-gtl
When a listing advances from a draft status to Good to Launch status
Listing.status-active
When a status changes from GTL to Active or is imported from MLS
Listing.status-pending
When a status changes from Active to Pending
Listing.status-expiring
Triggers a task 30 days before the expiration date of the listing
Listing.status-expired
When a listing status expired
Listing.status-closed
When a listing status goes Closed
Listing.status-offline
Triggers task 5 days before a listing expires or is closed, or triggers on the day the status gets changed to withdrawn
Listing.media-updated
Triggers on any updates to the Listing photos
Listing.price-updated
When a price gets changed
Transaction.status-pending
When a new transaction is entered
Conditional Options: Listing Side, Buying Side, or Both Sides
Transaction.status-closed
When a transaction status changes to Closed
Conditional Options: Listing Side, Buying Side, or Both Sides
Transaction.status-cancelled
When a transaction status gets changed to Cancelled
Transaction.commission-status-open
When the commission detail page is set to open
Transaction.commission-status-commission_verified
When the commission detail page is set to 'commission verified' status
Transaction.commission-status-cda_sent
When the commission detail page is set to "CDA sent" status
Transaction.commission-status-title_payment_received
When the commission detail page is set to 'title payment received' status
Transaction.commission-status-complete
When the commission detail page is set to "complete' status